Firm
Dittrich Financial Group
Springfield, Missouri
Fee-only
Dittrich Financial Group at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 33 individual clients.
- Its average account is about $298,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Springfield, Missouri |
|---|---|
| Phone | (417) 343-3977 |
Dittrich Financial Group fees
Dittrich Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $10 million |
| Individual clients | 33 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 327238 |